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  • Posted: Mar 28, 2023
    Deadline: Not specified
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    In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
    Read more about this company

     

    Support Banker

    Purpose

    • To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers.

    Experience and qualifications

    • Minimum Qualification - Relevant Degree in Finance or Economics or Accounting
    • Experience - 0 to 1 years experience

    Additional requirements

    • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

    Responsibilities

    • Act responsibly with work related resources in order to contribute to cost containment
    • Continuously assess own performance, seek timely and clear feedback and request training where appropriate
    • Assist with profit growth for the business through sales and acquisition of new clients
    • Support sales through analysis of client portfolio and pro-active client engagement
    • Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
    • Identify sales opportunities and ensure effective management of the leads pipeline
    • Report on transactional and process activities within set guidelines to provide timely information for decision making
    • Comply with relevant statutory, legislative, policy and governance requirements
    • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
    • Address customer needs in order to meet or exceed customer expectations
    • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
    • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
    • Achieve expected financial targets and uphold associated service levels

    go to method of application »

    Multi Skilled Consultant Sales and Service E - Durban

    Purpose

    • To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.

    Experience and qualifications

    • Minimum Qualification : NQF 4 Qualification
    • Preferred Qualification : Relevant NQF 5 qualification as prescribed by the Financial Services Board Regulatory Exam qualification
    • Years of Experience : 1-2 years related experience
    • Person must not be an unrehabilitated insolvent

    Additional requirements

    •   In accordance with National Credit Act (NCA) candidatesapplying for this role will require a credit record check.
    • No Referral plan is assigned to this job

    Responsibilities

    •       Connectwith our customers by living up to our brand promise of how can we help you? atall times.
    •       Conversewith our customers in a way they fully understand and provide helpful solutionsand products based on their needs.
    •       Conductthemselves in an ethical manner at all times
    •       Adhereto the TCF (Treating Customer fairly) principles in all that you do
    •       Identifyand sell/cross sell products aligned to customer needs
    •       Maximizechannel optimisation opportunities identified aligned to customer needs  
    •       Ensureactivities support cost containment and reduction
    •       Optimizeevery customer interaction to migrate or convert customer to eChannels and orencourage use of digital and self-service channels
    •       Alwayscomply with procedures and processes contained in the relevant businessguidelines and understand the risk associated with decisions
    •       Fulfillingtransactions above the benchmark set and providing an exceptional customerexperience.
    •       Demonstratesbehaviour in support of the organizational values
    •       Takesaccountability for own performance, personal and career development
    •       Improveknowledge and competencies by completing training specific for role as pereCareers
    •       Contributeto the overall effectiveness and success of the team
    •       Maintainan ability to adapt to ever changing business and customer needs

    Method of Application

    Use the link(s) below to apply on company website.

     

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